At the risk of stating the blindingly obvious, stock markets around the world have gone through an unprecedented period of crash and uncertainty.
The results of a recent IFA survey by Bankhall showed that over a third of advisers did not use a recognised client management system.
I am getting more and more frustrated with the gloom and doom being espoused in all circles financial, whether involving the recent turmoil in world stockmarkets or the long awaited housing correction.
If ever there was a truism about business, it's that businesses don't plan to fail; they simply just fail to plan.
The seemingly eternal debate of ‘fees versus commission' continues to rage, having been recently fuelled by the ABI's latest response to the FSA's retail distribution review.
It is widely accepted that electronic trading will drive significant costs from the Financial Services industry, perhaps more than £1bn according to some estimates.
Being part of a large software organisation, it is interesting to see how the emerging technology propositions for wrap accounts differ quite radically in their approach. Several are putting forward a one-stop shop where all clients are captured onto...
I have rarely seen a subject matter that polarises the adviser community so much as equity release. Love or hate, black or white - there is little sitting on the fence or shades of grey.
As mortgage lending still increases month-on-month to record levels and property prices continue to defy gravity, do we see any let up or reasons for concern, or are some cracks beginning to appear?
We have an emerging dilemma in terms of investment management and how an IFA can add value, or maybe more pertinently, justify their 0.5% trail commission.